| 5/30/2025 | Porter White Investment Advisors Inc. | 86,209 | $2.26M | 1.1% | N/A | 0.095% | |
| 5/29/2025 | Parkshore Wealth Management Inc. | 228,545 | $6.00M | 3.5% | +15.9% | 0.251% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 42,684 | $1.12M | 0.0% | +4.6% | 0.047% | |
| 5/20/2025 | Focus Partners Wealth | 3,234,387 | $84.94M | 0.2% | +5.4% | 3.550% | |
| 5/20/2025 | Integrity Alliance LLC. | 118,432 | $3.11M | 0.1% | N/A | 0.130% | |
| 5/19/2025 | Jane Street Group LLC | 479,008 | $12.58M | 0.0% | -56.8% | 0.526% | |
| 5/19/2025 | Client 1ST Advisory Group LLC | 33,131 | $870K | 0.3% | -19.8% | 0.036% | |
| 5/16/2025 | HFM Investment Advisors LLC | 152,966 | $4.02M | 1.2% | N/A | 0.170% | |
| 5/16/2025 | NewEdge Advisors LLC | 114,851 | $3.02M | 0.0% | -25.9% | 0.128% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 32,601 | $856K | 0.0% | +7.5% | 0.036% | |
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| 5/16/2025 | Investmark Advisory Group LLC | 13,553 | $356K | 0.2% | -7.0% | 0.015% | |
| 5/16/2025 | Jentner Corp | 460,762 | $12.10M | 3.6% | +7.3% | 0.513% | |
| 5/16/2025 | AQR Capital Management LLC | 22,327 | $586K | 0.0% | +9.8% | 0.025% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 1,169,039 | $30.70M | 0.5% | +9.8% | 1.301% | |
| 5/15/2025 | Betterment LLC | 91,693 | $2.41M | 0.0% | +11.7% | 0.102% | |
| 5/15/2025 | OLD Mission Capital LLC | 64,204 | $1.69M | 0.0% | -13.0% | 0.071% | |
| 5/14/2025 | BWM Planning LLC | 27,087 | $711K | 0.3% | -16.1% | 0.030% | |
| 5/14/2025 | Jane Street Group LLC | 479,008 | $12.58M | 0.0% | -56.8% | 0.533% | |
| 5/14/2025 | Kestra Advisory Services LLC | 30,188 | $793K | 0.0% | +5.5% | 0.034% | |
| 5/14/2025 | Wescott Financial Advisory Group LLC | 966,696 | $25.39M | 2.6% | -0.4% | 1.076% | |
| 5/14/2025 | Flow Traders U.S. LLC | 24,579 | $645K | 0.0% | N/A | 0.027% | |
| 5/14/2025 | VanderPol Investments L.L.C. | 9,428 | $248K | 0.5% | N/A | 0.010% | |
| 5/13/2025 | American Investment Services Inc. | 244,960 | $6.43M | 1.1% | +3.2% | 0.273% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 196,234 | $5.15M | 0.3% | +238.4% | 0.218% | |
| 5/13/2025 | Waypoint Wealth Partners Inc. | 136,064 | $3.57M | 1.0% | +2.8% | 0.151% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 221,538 | $5.82M | 0.1% | +8.6% | 0.247% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 319,867 | $8.40M | 0.0% | +0.9% | 0.356% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 110,406 | $2.91M | 0.2% | +10.2% | 0.123% | |
| 5/12/2025 | Balanced Rock Investment Advisors LLC | 93,451 | $2.45M | 2.0% | +5.2% | 0.104% | |
| 5/12/2025 | Summit Financial Strategies Inc. | 807,988 | $21.22M | 2.1% | +9.0% | 0.899% | |
| 5/12/2025 | Savvy Advisors Inc. | 13,506 | $355K | 0.0% | N/A | 0.015% | |
| 5/9/2025 | Keb Asset Management LLC | 45,311 | $1.19M | 0.3% | +55.8% | 0.050% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 102,150 | $2.71M | 0.1% | -2.1% | 0.114% | |
| 5/9/2025 | Geometric Wealth Advisors | 345,081 | $9.06M | 1.5% | +5.1% | 0.384% | |
| 5/9/2025 | North Ridge Wealth Advisors Inc. | 242,994 | $6.38M | 4.3% | +9.4% | 0.270% | |
| 5/9/2025 | Hemington Wealth Management | 152,116 | $3.99M | 0.6% | +832.7% | 0.169% | |
| 5/9/2025 | McMill Wealth Management | 169,694 | $4.46M | 1.6% | +20.8% | 0.189% | |
| 5/9/2025 | Wealthspire Advisors LLC | 2,447,374 | $64.27M | 0.4% | +1.8% | 2.724% | |
| 5/9/2025 | W.H. Cornerstone Investments Inc. | 46,293 | $1.22M | 0.8% | +3.5% | 0.052% | |
| 5/9/2025 | Cooper Haims Advisors LLC | 123,512 | $3.24M | 1.8% | +7.3% | 0.137% | |
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| 5/8/2025 | Abacus Wealth Partners LLC | 29,855 | $784K | 0.1% | -18.1% | 0.033% | |
| 5/8/2025 | Modera Wealth Management LLC | 36,855 | $968K | 0.0% | +1.2% | 0.041% | |
| 5/8/2025 | Aegis Wealth Management LLC | 78,142 | $2.05M | 1.2% | +30.2% | 0.087% | |
| 5/8/2025 | Delap Wealth Advisory LLC | 19,155 | $503K | 0.3% | +7.0% | 0.021% | |
| 5/8/2025 | Squire Investment Management Company LLC | 10,628 | $279K | 0.1% | N/A | 0.012% | |
| 5/7/2025 | AWM Capital LLC | 132,222 | $3.47M | 0.4% | +7.7% | 0.147% | |
| 5/7/2025 | Wealthstream Advisors Inc. | 23,161 | $608K | 0.1% | +16.1% | 0.026% | |
| 5/7/2025 | LPL Financial LLC | 943,130 | $24.77M | 0.0% | +23.2% | 1.050% | |
| 5/7/2025 | Keyvantage Wealth LLC | 34,671 | $910K | 0.4% | N/A | 0.039% | |
| 5/7/2025 | Vawter Financial Ltd. | 165,459 | $4.35M | 2.4% | +10.7% | 0.184% | |
| 5/7/2025 | Security Financial Services INC. | 8,344 | $219K | 0.0% | N/A | 0.009% | |
| 5/6/2025 | Abel Hall LLC | 46,254 | $1.22M | 0.7% | +10.9% | 0.051% | |
| 5/6/2025 | Physician Wealth Solutions Inc. | 46,911 | $1.23M | 0.6% | +95.5% | 0.052% | |
| 5/5/2025 | Parkworth Wealth Management Inc. | 28,753 | $755K | 0.6% | +2.3% | 0.032% | |
| 5/5/2025 | IFP Advisors Inc | 5,250 | $138K | 0.0% | +50.7% | 0.006% | |
| 5/5/2025 | Aspen Capital Management LLC | 443,822 | $11.66M | 3.7% | N/A | 0.494% | |
| 5/5/2025 | Nwam LLC | 8,592 | $226K | 0.0% | -10.4% | 0.010% | |
| 5/5/2025 | JMG Financial Group Ltd. | 4,796,352 | $125.95M | 4.2% | +20.1% | 5.338% | |
| 5/5/2025 | JDH Wealth Management LLC | 138,336 | $3.63M | 3.1% | +12.3% | 0.154% | |
| 5/2/2025 | Forum Financial Management LP | 14,229,110 | $373.66M | 6.2% | +1.6% | 15.837% | |
| 5/2/2025 | KM Capital Management Ltd. | 29,722 | $781K | 0.4% | -36.7% | 0.033% | |
| 5/2/2025 | Seaside Wealth Management Inc. | 26,717 | $702K | 0.3% | +15.3% | 0.030% | |
| 5/2/2025 | Private Wealth Management Group LLC | 497,680 | $13.07M | 4.8% | +7.3% | 0.554% | |
| 5/2/2025 | Larson Financial Group LLC | 1,108 | $29K | 0.0% | -29.5% | 0.001% | |
| 5/2/2025 | Mosaic Family Wealth Partners LLC | 151,773 | $3.99M | 0.6% | -9.7% | 0.169% | |
| 5/2/2025 | SageOak Financial LLC | 54,067 | $1.42M | 1.3% | +35.3% | 0.060% | |
| 5/2/2025 | LJI Wealth Management LLC | 25,826 | $678K | 0.1% | -2.7% | 0.029% | |
| 5/1/2025 | LRI Investments LLC | 147,143 | $3.86M | 0.3% | -7.6% | 0.164% | |
| 5/1/2025 | CWM LLC | 5,052 | $133K | 0.0% | -25.7% | 0.006% | |
| 5/1/2025 | Peirce Capital Management LLC | 266,159 | $6.99M | 3.5% | -3.1% | 0.296% | |
| 5/1/2025 | Acorn Wealth Advisors LLC | 10,216 | $268K | 0.1% | +6.4% | 0.011% | |
| 5/1/2025 | Bridge Generations Wealth Management LLC | 383,891 | $10.08M | 6.3% | -2.1% | 0.427% | |
| 5/1/2025 | Forum Private Client Group LLC | 143,275 | $3.76M | 1.6% | +27.9% | 0.159% | |
| 5/1/2025 | Diversify Wealth Management LLC | 10,645 | $278K | 0.0% | N/A | 0.012% | |
| 5/1/2025 | Sage Rhino Capital LLC | 73,337 | $1.93M | 0.4% | +1.4% | 0.082% | |
| 4/30/2025 | Vestia Personal Wealth Advisors | 52,657 | $1.38M | 1.0% | +18.0% | 0.059% | |
| 4/30/2025 | TRU Independence Asset Management 2 LLC | 26,564 | $698K | 0.5% | +20.4% | 0.030% | |
| 4/30/2025 | Allworth Financial LP | 15,933 | $412K | 0.0% | -13.8% | 0.018% | |
| 4/30/2025 | Poinciana Advisors Group LLC | 54,979 | $1.44M | 1.5% | +8.9% | 0.061% | |
| 4/30/2025 | Index Fund Advisors Inc. | 714,640 | $18.77M | 1.2% | -0.6% | 0.795% | |
| 4/30/2025 | Rehmann Capital Advisory Group | 10,583 | $278K | 0.0% | +4.0% | 0.012% | |
| 4/30/2025 | Vested Financial Planning LLC | 8,484 | $223K | 0.2% | -5.1% | 0.009% | |
| 4/30/2025 | Brown Advisory Inc. | 10,439 | $274K | 0.0% | N/A | 0.012% | |
| 4/30/2025 | Core Wealth Management Inc. | 19,994 | $525K | 0.2% | +43.9% | 0.022% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 212,611 | $5.58M | 0.0% | +8.8% | 0.237% | |
| 4/29/2025 | von Borstel & Associates Inc. | 141,660 | $3.72M | 1.1% | +33.3% | 0.158% | |
| 4/29/2025 | Morris Financial Concepts Inc. | 49,863 | $1.31M | 0.5% | +3.7% | 0.055% | |
| 4/29/2025 | New Capital Management LP | 208,690 | $5.48M | 1.6% | -32.0% | 0.232% | |
| 4/29/2025 | Tilson Financial Group Inc. | 209,829 | $5.51M | 2.2% | +4.9% | 0.234% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 734,389 | $19.29M | 0.2% | +2.7% | 0.817% | |
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| 4/29/2025 | Sterling Financial Planning Inc. | 187,091 | $4.91M | 1.8% | +7.9% | 0.208% | |
| 4/28/2025 | D.A. Davidson & CO. | 71,782 | $1.89M | 0.0% | +3.0% | 0.080% | |
| 4/28/2025 | Red Lighthouse Investment Management LLC | 2,373 | $61K | 0.0% | -23.8% | 0.003% | |
| 4/25/2025 | Yardley Wealth Management LLC | 96,949 | $2.55M | 1.5% | -12.5% | 0.108% | |
| 4/25/2025 | DiNuzzo Private Wealth Inc. | 1,619,729 | $42.53M | 5.4% | +0.7% | 1.803% | |
| 4/25/2025 | Northwest Wealth Management LLC | 81,462 | $2.14M | 0.4% | +10.1% | 0.091% | |
| 4/25/2025 | Grunden Financial Advisory Inc. | 9,412 | $247K | 0.1% | -15.5% | 0.010% | |
| 4/25/2025 | Master S Wealth Management Inc. | 257,401 | $6.76M | 3.5% | +4.0% | 0.286% | |
| 4/23/2025 | First Pacific Financial | 18,162 | $477K | 0.1% | +132.1% | 0.020% | |
| 4/23/2025 | Spire Wealth Management | 128,662 | $3.38M | 0.1% | +14.9% | 0.144% | |
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